401(k) · DOL Form 5500 · 2022

Roosevelt Children's Academy Charter School 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
127
Participants Small participant base
44th
Percentile by assets National rank
$28,149
Avg per participant Low balance/head
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Official DOL plan name: Roosevelt Children's Academy Charter School 401(k) Plan · Sponsored by Roosevelt Children's Academy Charter School · New York · Educational Services

$4M in assets, 127 participants

Roosevelt Children's Academy Charter School's Roosevelt Children's Academy Charter School 401(k) Plan reported $4M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,219 in Educational Services (4,024 peers)

Coverage in New York

Roosevelt Children's Academy Charter School 401(k) Plan covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $4M.

#1,219
in Educational Services (4,024 peers)
-5.8%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt Children's Academy Charter School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Roosevelt Children's Academy Charter School 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,574,964 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Roosevelt Children's Academy Charter School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt Children's Academy Charter School 401(k) Plan sits mid-pack in the medium band (127 participants).

EBSA filing schedule strip

Filing strip 134119998 · Roosevelt Children's Academy Charter School PY 2022 · 401(k)

Roosevelt Children's Academy Charter School 401(k) Plan · $4M · 127 · 44th

  • SCH $4M
  • EBSA 127
  • PART 44th
  • TYPE 401(k)
  • NET near Elephants Food Group Inc. Dba Elephants Delicatessen 401(k)
  • BOOK ind #1219

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

Roosevelt Children's Academy Charter School 401(k) Plan in the asset neighbourhood

Tully & Associates, Ltd Employee Savings Plan Formerly Tully &associates, Ltd. Profit Sharing PlTully & Associates, Ltd Empl…$4MCignet, LLC 401(k) Plan$4MRoosevelt Children's Academy Charter School 401(k) PlanRoosevelt Children's Academy…$4MElephants Food Group Inc. Dba Elephants Delicatessen 401(k)Elephants Food Group Inc. Db…$4MCheck 6 Inc.401(k) Plan$4M
End-of-year total assets ($M) among Roosevelt Children's Academy Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$221K
Employer EIN134119998
Plan Effective Date1999-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Children's Academy Charter School)

Sponsor-wide plan assets over time

All Roosevelt Children's Academy Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.838238539448447% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.71M $7.98M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 252 $7M
2023 2 258 $7M
2024 2 229 $8M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roosevelt Children's Academy Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roosevelt Children's Academy Charter School 401(k) Plan, Total assets ($B): 0.003574964 · Participants: 127Roosevelt Children's Academy Charter School 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Roosevelt Children's Academy Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roosevelt Children's Academy Charter School 401(k) Plan side-by-side with 3 peers →

Roosevelt Children's Academy Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Elephants Food Group Inc. Dba Elephants Delicatessen 401(k) in OR ($4M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roosevelt Children's Academy Charter School 401(k) Plan assets move in 2022? ▼
Roosevelt Children's Academy Charter School 401(k) Plan pulled back noticeably - down 5.8% during 2022, from $4M to $4M. Reported net income was -$221K.
How have Roosevelt Children's Academy Charter School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Children's Academy Charter School's sponsor-wide assets grew 18.8%, from $7M to $8M.
Which 401(k) plans are similar in size to Roosevelt Children's Academy Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elephants Food Group Inc. Dba Elephants Delicatessen 401(k) in OR ($4M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Children's Academy Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134119998.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.